At Capstone, the foundation of every relationship is direct communication.
We develop a clear and complete picture of your financial goals, lifestyle aspirations, and concerns. Then, we help you build a financial strategy that is in line with your goals.
We emphasize collaboration and believe quality service depends upon an exchange of ideas between you and your advisor. From these discussions, we can build a long-term, trustworthy relationship.
Discover our process for navigating you to financial success
DISCOVERY
All relationships start by getting to know one another. Our first meeting extends beyond data gathering. We also want to get to know you – your current financial situation, your goals for the future, and any concerns or opportunities that may help or hinder you on your path.
We’ll discuss many topics, which may include:
Cash flow
Business interests
Real estate
Investments
Education funding
Income taxes
Retirement plans
Estate planning
And we’ll be equally as open and honest with you, sharing our philosophy, approach, and experience helping other clients achieve their goals.
PLAN DEVELOPMENT
Once we have a clear understanding of your goals and needs (and you have a clear understanding of our approach we’ll create a customized financial plan to explain our recommendations.
We know that understanding how important life decisions impact you financially can be challenging. Our planning process provides clients with a framework for important questions, such as:
How do I pay (and save) for my child’s college tuition?
Can I afford to retire early?
Should I buy a vacation home?
When can I take my dream vacation?
Do I have too much or too little insurance?
We’ll discuss each of these concerns and review solutions that can give you peace of mind.
PLAN IMPLEMENTATION
We understand that when it comes to big picture goals, details matter. Once we agree upon a course of action, we seamlessly integrate all aspects of your financial planning – from investments to taxes and more.
Our office in Downers Grove, IL delivers comprehensive wealth management services so you have a clear and unobstructed path forward. We also work with families to preserve and protect generational wealth through our Family Office.
Supervision and reassessment
Your financial plan isn’t on autopilot. We’ll evaluate, adjust, and refine your plan on an ongoing basis, to ensure it is meeting your evolving needs and goals. Our advisors will meet with you to discuss changes and make the recommendations to drive progress toward your objective.
